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Current Employers
Spirit Of America Management Corp

477 Jericho Turnpike, Syosset, NY 11791-9006 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-05-11
  • CT RA
    APPROVED
    Since 2018-05-11

Branch Locations

599 West Hartsdale Ave, White Plains, NY 10607 • United States

477 Jericho Turnpike, Syosset, NY 11791-9006 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David Lerner Associates White Plains NY 05/2002 Present
  • 05/2002 → Present
    David Lerner Associates
    White Plains, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-14
S63 Uniform Securities Agent State Law Examination 2002-07-09
  • S65 Uniform Investment Adviser Law Examination
    2016-06-14
  • S63 Uniform Securities Agent State Law Examination
    2002-07-09

View on SEC IAPD

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